Representing Educating Connecting Serving
Independent Financial Advisors
for over 30 years

Voice at the table We have a voice at the table when policy decisions impacting your business are discussed.
Accredited Online Education on IFB Academy
Regulatory changes Stay on top of regulatory changes, compliance requirements, and news from the Canadian financial services sector.

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Continuing education We provide financial advisors with the Continuing Education credits they need to stay knowledgeable and licensed.

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Upcoming events

Buying and Selling a Practice

Jul 7th to Jul 28th, 2021

* Registration now closed* A 4-Part Workshop Series Presented by: FindBob CEO and Founder, Roland Chan Whether you’re

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Meeting Magic: Understanding the technology behind a great virtual client meeting/event

Aug 9th to Aug 31st, 2021

A 4-part series to help you host winning virtual client meetings and events Presented by: Matthew Gray, CEO and Founder,

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IFB Fall Virtual Summit | Oct. 20 & 21 | 11:00 AM – 5:00 PM EST

Oct 20th to Oct 21st, 2021
From the comfort and safety of your home or office

Connect with other financial professionals and some of the best minds in the industry from the comfort of your home office.

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About IFB

We are a national professional association that has served independent financial advisors across Canada for over 30 years. We believe that independent financial advice is valuable for Canadians, and we communicate that value to federal and provincial regulators on behalf of the licensed advisors we represent in order to help our industry grow and succeed.

We provide our members with regulatory support, advice, education, professional liability insurance and business services to help them run compliant and efficient practices.

I personally want to invite you to become a member of our expanding organization.

Nancy Allan, Executive Director

Latest industry news

18th Jun 2021

IFB Staff

Why advisors are in a position to advocate for tax reform

Why advisors are in a position to advocate for tax reform

Full article

2021 Member Resources Now Available

Get unlimited access to customizable documents, templates, and forms for your business. Members have 24/7 access to all IFB members resources at no extra charge. Login and download our latest resources today.

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